Plan5500

Nowata, OK Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Nowata, OK has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $21,886,742 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.9MSummed across loaded plans$21,886,742
Total reported assets$21.9M$21,886,742
Total reported participants2.9K2,907
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.9M total assets
Net assets$21.9MLiabilities$0
Contributions & income
Employer contributions$5M
Participant contributionsNot reported
Total income / additions$7.8M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$6.7M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Nowata, OK plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Nowata market comparison

Largest plan share of assets100%Grand Lake Mental Health Center Money Purchase Plan
Participants per plan969Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Nowata

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Grand Lake Mental Health Center Money Purchase Plan$21.9M
    Grand Lake Mental Health Center · 2023
  2. 2
    Grand Lake Mental Health Center, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Grand Lake Mental Health Center, Inc. · 2023
  3. 3
    United Healthcare Insurance Companynot reported in the loaded dataset
    J S Machine & Valve, Inc. · 2023

Largest plans in Nowata → · Nowata plans by participants → · Nowata plans with financial data → · Nowata plans with provider compensation → · $1B+ plans in Nowata →

Related Form 5500 pages